U.S. federal trademark · Serial No. 78177106 · Reg. No. 2812927
Retirement plan and support, namely, management of qualified retirement plans, 401k, 403b and 457, IRA's, education funding accounts including 529 plans, individual accounts, joint accounts and custodial accounts; investment advice; financial onsite enrollment services, namely, enrolling employees of other businesses in 457, IRA, 401k and 403b plans at the place of employment; comprehensive financial planning and investment services, namely, asset allocation modeling, portfolio rebalancing, retirement needs analysis and underlying fund selection in the fields of securities, mutual funds and insurance products; and wealth management services, namely, planning, designing and supporting at the plan sponsor/plan trustee level, namely, plan document development, namely, eligibility criteria, contribution formula and withdrawal provisions, financial plan adoption agreement review and financial contribution formula design, financial portfolio management and investment management of securities, mutual funds and insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.